Asset manager · Montreal, Quebec, Canada
Addenda Capital
Addenda Capital Inc. · SEC-registered investment adviser · CRD 137034 · SEC 801-64799
At a glance
Addenda Capital is an SEC-registered investment adviser based in Montreal, Quebec, Canada, with $29.0 billion in regulatory assets under management as of its Form ADV filed March 30, 2026. Its largest client group by assets is insurance companies, and it reports 32 individual clients. By Form ADV it is a asset manager, ranked 305th of 3,218 asset managers and 674th of 17,210 SEC-registered advisers by assets.
Main office 514-287-7373addendacapital.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $29B
- Rank among asset managers
- #305 of 3,218
- Rank among all SEC RIAs
- #674 of 17,210
- Individual clients
- 32
- High-net-worth clients
- 30
- Accounts
- 336
- Discretionary
- 100% of AUM
- Employees
- 163
- Advisory staff
- 60
- Offices
- 4
Owners and executives on its Form ADV
- Francois CardinCorporate Secretary, General Counsel and Manager Corporate Affairs
- Michael J. WhiteChairman
- Jean-Marc Prud'hommeChief Compliance Officer and Chief Risk Officer
- Roger J. BeaucheminDirector, President and Chief Executive Officer
- Robert Phillip WesselingDirector
- Ian McKinnonChief Investment Officer
- Pallaris SavvasExecutive Vice-President, Commercial Mortgages
- Charles LeblancChief Operating Officer
- Karen S. HigginsDirector
- Carol D. PoulsenDirector
- Lynne M. McCarthyDirector
- Isabelle GosselinExecutive Vice-President, Talent Management
Custody and brokerage
2 custodians
- CIBC Mellon Trust$14B85%
- RBC$2.5B15%
Other RIAs using CIBC Mellon TrustOther multi-custodian RIAs
Broker-dealer
Affiliated broker-dealer
It names an affiliated broker-dealer: Co-Operators Financial Investment Services Inc..
- Co-Operators Financial Investment Services Inc.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Insurance companies | 25 | $10B | 35% |
| Pooled investment vehicles | 220 | $9.6B | 33% |
| State or municipal government entities | 9 | $3.1B | 11% |
| Pension and profit sharing plans | 19 | $2.8B | 10% |
| Corporations or other businesses | 17 | $1.5B | 5% |
| Other investment advisers | 9 | $1.1B | 4% |
| Charitable organizations | 5 | $710M | 2% |
| High-net-worth individuals | 30 | $11M | <1% |
| Individuals | 2 | $0M | 0% |
Disciplinary disclosures
Addenda Capital reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Periodicals or newsletters
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗addendacapital.com ↗
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The full record on Addenda Capital
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 379 peers of its type and size
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- Owners and executives, with titles and stakes
- 26 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Addenda Capital manage?
Addenda Capital reports $29.0 billion in regulatory assets under management across 336 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 30, 2026.
What kind of firm is Addenda Capital?
Addenda Capital is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Addenda Capital’s clients?
By assets, its largest client types are insurance companies ($10.2 billion, 25 clients); pooled investment vehicles ($9.6 billion, 220 clients); state or municipal government entities ($3.1 billion, 9 clients).
Does Addenda Capital have any disciplinary history?
Addenda Capital reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Addenda Capital’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →